Step by Step: Setting up forms

 Integrated forms to let your customers tell you what they want

 

 

Presspoint forms are powerful and flexible and directly connected to your CRM 

Presspoint can create contact forms, registration forms, surveys or any other type of form you can think of, all captured into your CRM effortlessly; plus submitting a form automatically creates a user on the system so users are added with no effort on your end.

In this tutorial, we will create a new form, look at the standard components of a Presspoint form, and then look at styling on our public-facing website.

 

 

 


What kind of forms does Presspoint have?

Presspoint has three types of form. Profile forms are where you manage your users, Opportunity forms are a special type of form that has business logic built into them. This tutorial will cover general forms, the kind that are used on your site for contact forms, registrations, or other interactions with your customers.

 

Creating or editing a form

Presspoint has a few default forms, including Registration and Contact forms. You can edit these, make new forms, or clone an existing form

From the Dashboard, go to Profiles & Forms, then click on General Forms, and either create a new form, or edit one of the existing forms

 

Standard form features

Every form has a notifications section, submissions option and header / acknowledgment sections.

Notifications

Presspoint can send an email to someone every time a form is submitted. You can add multiple email addresses separated by commas .

Update user data

If an existing user submits a form, you have to choose whether that data appends his existing record or not. If it’s a new user, then there is no issue.

Auto-responder

Select an auto-responder email to be sent out to all users who submit this form

Thank you message

This appears after the user has submitted the form

Shortcode

Add this shortcode anywhere to place this form on your site

Adding fields to a form

You can select any existing profile field from the Field Library or add a new field.

Field choices

You can choose any of the standard form fields: text, number, text area, radio, select-list (dropdown), multiselect, or taxonomy. Taxonomies are nice because they’re easy to edit, and because they can be used to can connect people with content very easily.

Layout

You can add multiple sections to your form, each with 1,2,3 or 4 columns.

Profile vs. general field

Profile fields are saved to the user’s profile; think of these as things that are permanent, like name, or email, or height. Profile fields can be searched in reports.

General fields are more temporary, for example “Did you like the party”. The field is saved as a part of of the form in the user’s history, but it is not indexed in User Reports.

Field preferences

Each field type has a different set of preferences. You can also add labels and help fields to make it easier for your users.

Because any one field can be used on multiple forms, Presspoint features a form-specific label and description in each field’s preference area that applies only to that specific form.

Be sure to scroll down the modal and save your settings.

Reports & Public settings

Each field has the option of being made available to the User Report engine, or being shown on a public profile. You can also bulk edit these preferences in the Field Library.

Styling the form on the public website

Once you place the form shortcode on a page, the form will appear  in line on that page.

Presspoint forms inherit the form styles of your theme, or you can override that style be adding a declaration for the specific form elements.

Just use your browser’s Inspect Element feature to get the name of the element you want to style and add a custom declaration to your CSS file

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